Ticket Management

Using the ticket management dashboard, you will be able to configure your tickets, coupons, and payments, as well as create different types of tickets for your public and analyze your event success. Besides that, you can also separate tickets per group, segmentation, custom form, or invitees' name.

How do I enable and disable this feature?

To enable the tickets tool, click on Settings > Tools > Edit > scroll down until you see the Registration section > enable Tickets by ticking the correspondent checkbox > press End to save the changes.

How do I create tickets?

Manually

To create tickets, follow the steps below:

1. Go to Marketing > Tickets > Tickets.

1. From the Tickets > List page, press the +Add ticket button on the top left corner.
2. Enter the ticket name, and ticket price.
3. Press Create.

Using a spreadsheet

You can also bulk import tickets to the platform using a spreadsheet. To do so, on the Tickets page, in the List section, press Edit > Import > Download demo file. A spreadsheet will be downloaded to your computer. The spreadsheet comes with explanations of how to fill each of the columns.

Filling the spreadsheet

Once you have downloaded the demo file, fill in the columns with the necessary information needed for your ticket.

The spreadsheet will ask for the following information: name, price, description, entrance, capacity, purchaseMin, purchaseMax, purchaseLimit, active, group, segmentationLists, assignLists, assignHolder, giveawayticket.

• Fill in 0 to represent No and 1 to represent Yes.
• When filling in the group column, you can enter the name of a new group and it will be created on the platform. Alternatively, you can enter the name of an already existing group and the ticket will be added to that group.
• When filling the columns segmentationLists, assignLists, you can enter the name of a new list and it will be created on the platform in the People > Lists page. Alternatively, you can enter the name of an already existing list and the ticket will be added to the list(s). If adding more than one list, use a semicolon (;) to separate them.

Once completed, the file should be saved on your computer and then imported to the platform.

Importing the spreadsheet to the platform

After filling and saving the demo spreadsheet, follow these steps:

1. In the List section of the Tickets page, click on Edit.
2. Click on Import at the extreme right corner of the page. A pop-up box will appear.
3. Click on the green file button on the Import spreadsheet pop-up box and select the filled spreadsheet you want to import
4. Click on the Import button to initiate the import process.
5. Refresh the page to see the imported ticket(s) displayed with all the filled information once the import process is complete.

Settings

You can control the most relevant ticket tools without leaving the Tickets page by clicking on the Settings button in the top right corner. A pop up box will appear and you will see the tools segmented into different fields - Registration, Moderation, and Block. You can enable or disable a tool by toggling on or off the button beside the tool.

To learn more about each of these tools, read this article.

How can I edit the ticket information?

Scroll to the right side and press the blue button on the ticket which you would like to edit. This opens a panel to the right, where you can edit the information of your ticket explained in the following sections:

• Basic information
• Sale configuration
• Segmentation Control
• Triggers
• Price batch

Basic information

• Name: Modify the name of the ticket. The name has limit of 100 characters.
• Description: Add a ticket description. The description has a limit of 2200 characters.
• Entrance: Specify where the ticket holder must enter the event from. The entrance has a limit of 255 characters.

Group

You can use this to visually group the tickets at the time of purchase. This will affect how tickets are displayed on the purchase form.

To create ticket groups, follow the steps below:

1. Click on Groups from the left menu of the page.
2. Click on +Add group button at the top left corner and a new window will appear.
3. Enter the group name and define if there will be a constraint. Under the Constraint, you can choose from:

• None: if you select this option, there will be no limit on how many tickets can be purchased from this specific group.
• One type of ticket: if you select this option, applicants will be able to purchase only one ticket from this specific group. See the example below (General admission tickets).

1. Click on Create.

After creating the ticket group(s), you will be able to add a ticket to a group. On the Lists page, scroll to the right and click on the blue button of the ticket you wish to add to a group. The tickets details will open on the right, scroll down to the Group field, click on Edit, and select the group using the drop-down menu.

Next, you will need to scroll to the right side and press the blue button on the ticket you would like to add to a group. It will open a panel to the right, scroll down until you see Group, and select a group from the dropdown bar. Click on End to save your changes.

This is how the tickets will appear segmented in their various groups and their constraints will look like in the purchase form:

On the Groups page, all created groups wil be displayed on the dashboard. To delete a group, simply click on Edit and click on the Remove button.

Custom form for the invitee

If the buyer of this ticket sends it to someone else and there is a custom form assigned, the receiver of the ticket will have to fill out this form to accept the ticket.

To do so, you will need to:

1. Create a custom form with the questions you would like the invitee to answer.
2. After that, on the tickets screen on the platform, choose the ticket type you want to add the form to, click on Edit, go to the section Custom form for the invitee, and choose the specific form for that ticket. Then, click on the End button to save your changes.

Sale configuration

• For sale: can the ticket be purchased through the form? If so, choose Yes. If it should not be released yet, check No.
• Can giveaway ticket: You will only see this option if ticket giveaway is enabled on the registration form settings. If you disable this option for a ticket, attendees will not be able to give away that particular ticket.
• Capacity: the total amount of tickets available for purchase at the event.
• Purchase minimum: minimum number of tickets per purchase.
• Purchase maximum: maximum number of tickets per purchase.
• Purchase limit: the total amount of tickets that one participant can buy.
• Price: amount to be paid for the ticket.
• Discounts: create automatic discount policies for each ticket. Click here to learn more about it.

Segmentation control

This feature allows you set who can see and buy specific tickets for your event. To use Segmentation control, follow these steps after you have created your ticket:

1. Create a custom list and add to this list the users that you want to have access to the specific ticket.
2. Go to Marketing > Registration > Tickets and select your created ticket by scrolling right and pressing the blue button. A window will open showing the ticket's details.
3. Click on Edit and scroll down to the Segmentation Control section.
4. Select your created list from the drop down menu under the section and press the +Add List button.
5. Press End to save your changes.

To remove a segmentation list, simply click on the thrash icon beside it:

Triggers - assigning ticket users to lists

This allows you control who can access your event activities by linking tickets to activities through the use of custom lists. Users that hold this ticket will be automatically synced with the selected list.

By assigning ticket users to the lists that are linked with activities from the agenda, you can set up which activities a type of ticket will be allowed to access.

To link tickets to activities so you can restrict who can access it, follow these steps:

1. Create custom lists, following the instructions given here.
2. Link the lists to the activities. You can learn how to do it by clicking here.
3. Navigate to Marketing > Tickets > Tickets and select the desired ticket by clicking on the blue button at the far right. A new window will open on the right side.
4. Click on Edit and scroll down till you find the field Assign the ticket user to list under Triggers.
5. Choose the list you want to attach to this particular ticket from the drop down menu and press the +Add list button
6. Press End to save your changes.  

Done! Now only attendees who have purchased tickets with linked lists will have access to certain activities.

To remove a trigger list, click on the thrash icon beside the list

Triggers for multiple tickets

The trigger function can also be used when an attendee is purchasing multiple tickets that are linked to different lists. When attendees purchase multiple tickets that have a trigger assigned, by default, it assigns the users to the list specified by the active ticket.

Additionally, this feature automatically adds users to all the lists associated with the different tickets they have purchased. This way, attendees who buy multiple tickets can access the different activities defined by each of those tickets.

To enable this feature, tick the checkbox Also assign when extra ticket. When users purchase multiple tickets, the users' information will show up under the lists linked to each ticket in People > Lists. The users will also be able to access all activities linked to each list.

Price batch

You can create different price batches for your ticket. To add a batch, press +Add Batch.

Add the value and the date you would like to start selling this batch.

When done, press End to save the data. The end date of a batch is the beginning date of the following batch.

Your invitees, when filling out the registration form, will be able to purchase the tickets. The price displayed will be the one relevant to the purchase date.

How do I create discount coupons for my tickets?

To learn how to create coupons for your tickets, refer to the Coupons article.

How do I delete a ticket?

To delete a ticket, click Edit on the top right corner of the Tickets > List page, select the ticket by ticking the check box on the far left side, and the Remove button will then appear on the top right corner. Press the Remove button, and click on the End button in the top right corner to finish.

How do I associate a ticket with an attendee?

To manually associate a ticket with an attendee, press People > Attendees > Edit on the top right corner and click on an attendee from the list. A new screen will open on the right-hand side with all of the attendee's information.

On the new screen to the right, scroll down to Ticket, and using the drop-down box, select a ticket for the attendee. Click End to save the changes.

It is also possible to make the digital ticket available through a voucher, which can be sent to the attendee either by email or in the mobile application. The Digital Ticket Voucher is customizable and the event administrator can choose what information it will present (such as QR Code or gateway, for example).

To do this, click on an attendee, then on the menu to the right. Now, click on the Voucher icon, highlighted in green below:

To learn more about it, read Digital Ticket Voucher.

How do I search for a ticket?

If you have created several tickets, you can easily search for a ticket by typing the ticket's name in the search bar and clicking on the blue search button. The ticket with the name you searched for will then appear as the only ticket.

Can I filter tickets by groups?

Yes. It is possible to filter tickets by groups. To do this, simply click on the Filter button at the top right corner of the page. From the drop-down menu, select the desired ticket group and click on the blue Filter button. Tickets belonging to the selected group will be displayed.

Can I re-order tickets?

Yes. It is possible to change the order of arrangement of tickets in the Purchase form.

Re-ordering ungrouped tickets

To re-order ungrouped tickets, in the Tickets dashboard, click on Edit and from the extreme left of the page, use the drag and drop icon beside the ticket to change the position of the ticket as you wish.

The change will be reflected on the Purchase form as seen in the image below:

If attendees purchase more than one ticket type, the purchased tickets will be displayed following the same order set in the backend in the My Tickets tab of the Virtual Lobby.

Re-ordering groups

Changing the order of the ticket groups enables the group placed first to be listed first along with its respective tickets on the Tickets dashboard and on the Purchase form, along with its respective tickets.

To re-order ticket groups, click on Groups at the left corner of the Tickets page, click on the Edit button. Use the drag and drop icon beside each ticket to reposition the order of the groups. This will automatically reflect on the List page where the tickets are displayed.

It will also be reflect on the Purchase form:

If attendees purchase more than one ticket type, the purchased tickets will be displayed following the same order set in the backend In the My Tickets tab of the Virtual Lobby.

Can a participant assign a ticket to themselves?

When a participant purchases multiple tickets, the platform will automatically assign the first ticket to the purchaser as their active ticket by default. However, ticket purchasers have the option to select their active ticket manually while filling out the purchase form. They can do this by clicking on the circle next to Personal ticket (ticket I will use) for their preferred ticket.

The active ticket will appear at the top of the list of the participant's purchased tickets in the My Tickets page of the Virtual Lobby.  

Is it possible to send a ticket to another person?

Yes! Please read this article for further information.

Is it possible to generate a report on all my tickets?

Yes it is! To generate an excel report on all your tickets. On the Tickets > List page, press the Edit button and click on Report at the top left corner of the page on the Tickets page. You will receive a message letting you know that your excel sheet is being processed and will be sent to you once complete.